The Southern Company ($SO) Insider Trading & Smart Money Activity
The Southern Company ($SO) has 3 insider trades, 4 13F position changes and 3 analyst ratings on file. In the last 12 months on the open market, no insider bought and 1 insider sold ($8.27K), net -$8.27K.
- Insider buyers (12 mo)
- 0
- Insider sellers (12 mo)
- 1
- Net insider $ (12 mo)
- -$8.27K
- Congress trades (12 mo)
- 0
- 13F moves on file
- 4
- Analyst ratings on file
- 3
SO insider buying and selling by quarter
| Quarter | Insider buys | Insider sales | Congress buys / sales | 13F added / cut |
|---|---|---|---|---|
| Q1 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q2 2026 | 0 | 0 | 0 / 0 | 2 / 2 |
| Q3 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q4 2026 | 0 | 1 · $8.27K | 0 / 0 | 0 / 0 |
Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.
All SO insider, congress, 13F and analyst activity
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Analyst | Keybanc | Reiterates to Underweight | PT $74 | Read | |||||||
| Insider | Kim Matthew M.Comptroller | Sell (Open-market sale) 10b5-1 | 100 sh | $8.27K | +3.2% | — | |||||
| Analyst | Citigroup | Reiterates to Buy | PT $104 | +1.0% | — | ||||||
| Analyst | Morgan Stanley | Reiterates to Underweight | PT $85 | -3.1% | — | ||||||
| Insider | Sena Peter IIIChairman,President & CEO, SNC | Sell (Tax withholding) | 316 sh | $30.70K | -0.8% | 0.0% | — | ||||
| Insider | Sena Peter IIIChairman,President & CEO, SNC | Buy (Option exercise) | 712 sh | -0.8% | 0.0% | — | |||||
| 13F | Soroban Capital Partners | Reduced | -3.72M sh | $227.36M | +3.0% | +2.2% | Read | ||||
| 13F | Soroban Capital Partners | Reduced | -3.72M sh | $223.30M | +3.0% | +2.2% | — | ||||
| 13F | Mawer Investment Management | Added | +1.65M sh | $327.50M | -0.4% | -0.2% | — | ||||
| 13F | Mawer Investment Management | Added | +1.65M sh | $321.65M | -0.4% | -0.2% | — |
1W / 1M / 6M = how SO moved from the trade or filing date.
Insider trading in SO: who is buying and selling
| Insider | Role | Trades | Open-market net | Shares held | Last trade |
|---|---|---|---|---|---|
| Kim Matthew M. | Comptroller | 1 | -$8.27K | Oct 1, 2026 | |
| Sena Peter III | Chairman,President & CEO, SNC | 2 | — | Jun 28, 2026 |
Institutions moving SO (13F)
Analyst ratings on SO
| Date | Firm | Action | Rating | Price target | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|
| Keybanc | Reiterates | Underweight | $79 → $74 | Read | ||||
| Citigroup | Reiterates | Buy | $114 → $104 | +1.0% | — | |||
| Morgan Stanley | Reiterates | Underweight | $89 → $85 | -3.1% | — |
Frequently asked questions
Are SO insiders buying or selling?
Over the last 12 months 0 insiders made 0 open-market purchases worth $0 and 1 insider made 1 open-market sale worth $8.27K, a net -$8.27K.
What is the latest insider trade in SO?
Kim Matthew M., Comptroller filed a sell (open-market sale) of 100 sh worth $8.27K on Oct 1, 2026.
Which institutions changed their SO positions?
Recent 13F filers moving the stock include Soroban Capital Partners and Mawer Investment Management.
Other utilities - regulated electric stocks
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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